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Vanguard Growth ETF
VUG

Overview Fund Activity

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.58%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3.01%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$67.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$40.9M
3
MIS
Morningstar Investment Services
Illinois
+$31.2M
4
WCM
Windham Capital Management
Massachusetts
+$22.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$121M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$76.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75M
4
AssetMark Inc
AssetMark Inc
California
-$36.3M
5
Morgan Stanley
Morgan Stanley
New York
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
526
DFPG Investments
Utah
$815K +$23K +141 +3%
RPC
527
Rossmore Private Capital
Connecticut
$798K – – –
CWP
528
Capital Wealth Planning
Florida
$795K -$187K -1,106 -19%
MJRIC
529
Mogy Joel R Investment Counsel
California
$789K -$9.98K -60 -1%
HSA
530
HBK Sorce Advisory
Pennsylvania
$778K +$88.3K +531 +13%
WCM
531
Windsor Capital Management
Arizona
$775K -$1.16K -7 -0.1%
RFM
532
Royal Fund Management
Florida
$768K +$231K +1,391 +43%
LWM
533
Liberty Wealth Management
California
$761K +$18.8K +113 +3%
WTFG
534
Wells Trecaso Financial Group
Ohio
$760K – – –
WFPG
535
Waller Financial Planning Group
Ohio
$754K -$144K -845 -16%
BDF
536
Balasa Dinverno & Foltz
$737K +$22.3K +134 +3%
TSWM
537
Triangle Securities Wealth Management
North Carolina
$726K +$5.65K +34 +0.8%
IFAM
538
Institutional & Family Asset Management
Colorado
$723K -$80.4K -483 -10%
BCA
539
Berman Capital Advisors
Georgia
$723K +$3.49K +21 +0.5%
CPO
540
Cerity Partners OCIO
New York
$722K +$9.47K +57 +1%
CAMG
541
CWA Asset Management Group
Florida
$722K +$374K +2,252 +108%
BBA
542
BLB&B Advisors
Pennsylvania
$721K +$721K +4,334 New
SHA
543
Seneca House Advisors
Virginia
$719K -$29.6K -178 -4%
FVWA
544
Foster Victor Wealth Advisors
South Carolina
$718K -$9.92K -60 -1%
DACG
545
Donor Advised Charitable Giving
California
$717K – – –
OCM
546
Orser Capital Management
Texas
$716K -$5.03K -30 -0.7%
WP
547
WMS Partners
Maryland
$713K -$49.9K -300 -7%
GLLW
548
Graves Light Lenhart Wealth
Virginia
$712K +$290K +1,700 +69%
Prudential Financial
549
Prudential Financial
New Jersey
$710K -$16.1K -97 -2%
BFC
550
Bedel Financial Consulting
Indiana
$706K – – –
20 21
22
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